October 2, 2021
This week on “Money Talks,” Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the week’s market action, housing news, and unemployment. Jim discusses the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. He highlights the concerns that policyholders may be exposed to riskier underlying investments.
Check out the show segments using the chapter controls in the player above.
- Market Roundup: Covering the week of September 27—October 1, 2021
- Case Study: Life Insurance Policies Being Sold to Private Equity Firms